The Return Triangle: why it pays to HOLD equities through uncertain and challenging markets
On many occasions in the last c.100 years, leading stock markets have suffered significant pullbacks for various reasons be they technical, economic or fundamental, but
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Scale and resilience: the realignment of the global supply chain
We are at a critical moment of transition. We have been warning of a dramatic realignment of the global supply chain since the pandemic dramatically
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MetaVerse, meta and us: An overreaction and an opportunity
“Focus on long-term impact emphasises long-term thinking and encourages us to extend the timeline for the impact we have, rather than optimising for near-term wins.
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Commentary
Hope, Confidence and Conviction
“Buffet buying now in the face of all the uncertainty – the geopolitical and economy and interest rate uncertainty – is a real vote of
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Commentary
Resilience in Times of Adversity
This week’s invasion of Ukraine by Russia has thrown major new complexities and uncertainties into the geo-political and macro-economic outlook.  Markets had already been pricing
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Commentary
Everything may be OK
“There is a basic investment principle which by and large seems only to be understood by a small minority of successful investors.  This is that
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